-17.6%
INFQ vs DOC
+26.7%
-44.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.7% |
| 7D | +0.4% | -1.5% | +1.9% | +1.3% |
| 30D | +18.4% | -4.8% | +23.2% | +22.1% |
| 3M | -24.2% | +6.9% | -31.1% | -30.1% |
| 6M | +8.9% | +20.7% | -11.8% | -6.5% |
| All | -17.6% | +26.7% | -44.3% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling